News & Events

College is a major expense but early financial planning can make a huge difference! Created for anyone planning to send a child to college, this complimentary seminar will cover a variety of strategies available to finance those expenses. The seminar will be held on Thursday, March 5th from 6:30pm - 7:30pm at the Ocean Community YMCA, 95 High Street, Westerly, RI 02891. It is a no-cost, no-obligation event hosted by Wayne Lagasse, Vice President, Wealth Management, MEMBERS Financial Services located at Westerly Community Credit Union. 

 

Topics include:

•        How to establish a college savings goal

•        Evaluating funding sources

•        Features and benefits of 529 College Savings Plans, IRAs and Custodial Accounts

•        What you can do to start saving today

               

For more information, or to reserve your place, call the Ocean Community YMCA at 401-596-2894.

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

 

FR-1103570.1-0115-0217